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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,051 | $106,280-65.1% | $96,538-61.6% | $139,487-73.4% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.3%-9.1pp | 80.3%-15.1pp |
| Annual return | 17.58% | 38.48%-20.9pp | 35.74%-18.2pp | 373.84%-356.3pp |
| Employer contribution / active EE | $1,737 | $4,107-57.7% | $3,740-53.6% | $4,755-63.5% |
| Participant deferral / active EE | $3,275 | $5,457-40.0% | $4,880-32.9% | $6,713-51.2% |
| Admin fee / account holder | $436 | $7,888-94.5% | $6,737-93.5% | $11,407-96.2% |